Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund Pension Plan

Data updated 2026-08-11

$318M
Total assets
2,137
Participants
97th
Percentile by assets
$148,850
Avg per participant
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Official DOL plan name: Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund · Washington · Construction

$318M in assets, 2,137 participants

Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund's Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund reported $318M in total assets and 2,137 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 97th percentile by assets (of 139,126 plans)
  • #9,581 in Construction (9,927 peers)

Where Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits by assets

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund sits in the top 5% of all filed plans by assets, $318M for 2,137 participants (~$148,850/participant), down 12.4% in 2022.

$318M
total plan assets (2022 EOY)
2,137
covered participants
97th
percentile by assets (of 139,126 plans)
$148,850
avg assets per participant

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs the 2022 asset distribution

By assets, Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$363M
Net Assets (End of Year)$318M
Net Income-$45M
Employer EIN936075580
Plan Effective Date1960-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund)

$400M$450M$500M$550M 202220232024 $441M $515M ▲ +16.9%
Total plan assets by year, all Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund plans on file
Year Plans Participants Total Assets
2022 2 6,066 $441M
2023 2 6,333 $486M
2024 2 6,422 $515M

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Defined Benefit Pens…Western Conference o…The Pension Value Pl…The Boeing Company E…Northwest Carpenters…Locals 302 & 612 of …
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund assets move in 2022?
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund pulled back noticeably - down 12.4% during 2022, from $363M to $318M. Reported net income was -$45M.
How have Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund's sponsor-wide assets grew 16.9%, from $441M to $515M.
Where does Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund rank by assets among Form 5500 filers?
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Henry Ford Health System Allegiance Combined Pension Plan in MI ($318M, 6,893 participants).

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Ways to act on Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's numbers.

  • By total assets, Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
  • Board of Trustees Agc-Iuoe Local 701 Pension Trust Fund's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Construction plans